Connecting for Reporting and Recording Only

Connects a UC-only NetSapiens customer to CCaaS for call logging and recording access, without Contact Center features.

Customers on a UC-only license (Voice Basic or Voice Office) who do not use Contact Center features can still connect to CCaaS for call logging and recording access. The setup uses the same Target Platform connection as a full Contact Center deployment, scoped down to reporting and recording.

Logging In

The tenant is accessed at a URL in the format companyname-ns.xima.cloud, using the username or email and password provided for the account.

Configuring Target Platform

Select the gear icon, then Target Platform
Populate the NetSapiens domain and API connection fields — see Target Platform for the full field reference
Select Save

Licensing Users

Navigate to User Management > Phone Licensing
For each user, select a License — see below

License

License	Description
Basic Phone User	Call logging only; does not include recording access
Office Phone Users	Call logging plus recording access

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Recording Requires Office Phone Users
Recording access requires a user be licensed as Office Phone Users or higher — Basic Phone User does not include recording access.

Select Save

Verifying Recording Is Enabled

Recording is configured on the NetSapiens side, not in CCaaS — see Voice Recording Playback for the device-level and user-level steps to confirm users are set to be recorded.

Updated about 4 hours ago